Changing your Synergy Subscription

Phases cannot be entered in Synergy Professional level product. Phases are entered in the project > work breakdown tab.

Warning: Any projects that had phases in the work breakdown structure whilst using the Business level product, will have the custom phases deleted.

The stages in these projects will be all moved to be in a project work breakdown structure without phases. The next invoice created for the project will not show any phase groupings. Any existing invoice documents created for that project will retain the phase groupings in the PDF / Word document copies.

Budgets cannot be entered or monitored in the Synergy Professional product level. Budgets are setup in the project > work breakdown > budget view.

On downgrade the budget details are retained, and if you upgrade again to Synergy Business in the future these budgets can be viewed again.

Warning: The project budget tab, any entered project budgets will be hidden. Budgets cannot be viewed or reported against from within Synergy.

Contract costs cannot be edited or added in the Synergy Professional product level. This is a feature in the Project > Work breakdown tab > Contract costs pop-up.

Warning: Stages that had contract fees entered in Business will have their fee fields locked after downgrading. The contract fee values will still be applied, but they cannot be monitored or edited after down grading to Professional. This means that project / stage variations cannot be added without adding a new stage to the project.

Stage specific rates cannot be entered or updated in Synergy Professional product level. This is a feature in the Project > Rates tab > Stage specific rates view.

Warning: Stages that had specific rates setup will retain the special pricing. The existing price variations cannot be updated or edited or deleted. This means the stage specific rate variations will continue to apply to the linked timesheet or expense transactions.

Staff can only have the salary type of 'hourly cost' applied in the Synergy Business product level. This is a feature in the Staff > Costs tab.

The staff costs types of 'Salary' and 'Contractor' are not available in the Professional product level. Existing staff with these staff cost types applied will have all the data remain as is, but the values cannot be adjusted. When the staff cost needs to be updated it will need to be changed to be the 'hourly cost' type to continue and update the actual cost for that staff member.

The number of options available in Settings > Financial > Financial controls is limited in the Synergy Professional product.

If the advanced settings were adjusted in the Synergy Business product the values remain after you down grade. The values cannot be adjusted or edited in the Professional product.

The feature to setup and maintain overtime rates is not available in the Synergy Professional product level. This is shown in Settings > Financial > Overtime rates in the Business product.

The feature to select overtime rates available for use for each staff record is also not available in Synergy Professional product level. This is found in the Staff record > overtime rates tab in the Business product.

The data entered in these areas is kept, and if you upgrade back to the Business product at a later point then will be available again for use.

The overtime rates field will be hidden from the timesheet entry screen, and history panel. Overtime rates is not available in the Synergy Professional product level.

The existing overtime rate transactions will remain in Synergy with the overtime rate applied. The charge value and cost value for the transaction is not changed. The user cannot see the overtime rate name in timesheets or in the project > transactions tab. The overtime rates can still be viewed in Synergy reports on the existing transactions as required.

The data entered in these areas is kept, and if you upgrade back to the Business product at a later point then will be available again for use.

The feature is not available in the Synergy Professional level product to share reports with specific staff, a security access level, or all staff.

Warning: Reports that are shared are hidden from view when you down grade, but they are not deleted. If you upgrade back to Synergy Business product level at a later point, then all the shared reports will remain in the system ready to continue to use.

Synergy includes a standard set of reports with each organization. In the Synergy Professional product level you cannot edit the columns available in a report, and you cannot add a new report from a blank layout.

In the Synergy Business product level you can copy a standard report and add / edit the columns within the report, or create a new report from a blank report layout.

Warning: After down grading to Synergy Professional your existing reports will no longer allow editing of the selected columns. The report layouts will remain, but further editing is not possible.

In the future if you upgrade back to the Synergy Business product then these report layouts can be edited again.

The Synergy Professional product allows you to have 1 document template, for each type of template. In the Synergy Business product you can have an unlimited number of document templates for each type.

Warning: When you down grade to Synergy Professional product only the 'default' document template for each type will be available by default. Go to Settings > Templates > Document templates to switch to an alternate design that your team will have available for that type of document.

Upgrade back to the Synergy Business product and all the document templates will be available again for use.

Synergy allows you to add custom status options to be applied as labels to contact records (companies, individuals, and personnel). This feature is only available in the Synergy Business product.

If you downgrade to the Synergy Professional product, then the custom statuses for contacts will remain attached to the records and available in the drop down list to add to new contact records added.

Warning: The option to further edit what contact status options are in the drop down list is removed in the Synergy Professional product. Upgrade back to the Business product to further edit this list.